Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Huntington Park, CA
10 days ago
Not disclosed
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Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you'll empower clients through personalized financial strategies and mentorship within a collaborative team. Take the lead in delivering exceptional client experiences that transform wealth management.
Key Responsibilities
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Provide clients with personalized investment advice and service
Manage complex portfolios using a variety of financial products
Mentor junior team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience
Preferred Qualifications
Five or more years working directly with clients in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance